Filed September 26, 2014
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT2+ years Filed as: RBC WEALTH MGMT A DIV OF RBC CAP M Service code 55 · EIN 41-1416330 | Other Commissions | $233,620 |
ALEXANDER & LIEVENS PC2+ years Service code 10 · EIN 74-2943125 | Accounting | $12,565 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$76,375 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,566 | $70,106+66.3% | $80,975+44.0% | $63,975+82.2% |
| Participation rate | 92.7% | 79.4%+13.3pp | 75.8%+16.9pp | 71.1%+21.6pp |
| Annual return | 7.26% | 13.93%-6.7pp | 17.10%-9.8pp | 48.65%-41.4pp |
| Employer contribution / active EE | $2,208 | $2,042+8.1% | $3,714-40.6% | $2,182+1.2% |
| Participant deferral / active EE | $8,950 | $5,245+70.6% | $5,696+57.1% | $3,356+166.6% |
| Admin fee / account holder | -$22 | $57-138.4% | $5,516-100.4% | $70-131.1% |